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Gulfside Bank, Fiduciary and Related Services

2023-12-31Rank
Fiduciary powers granted$01,482
Fiduciary power exercised$01,128
Fiduciary or related activity$01,058
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,035
Number of Managed Accounts$0982
Number of Non-Managed Accounts$0825
Total fiduciary and related assets$01,034
Managed Assets ($)$0982
Non-managed Assets ($)$0820
Memoranda
Gross Fiduciary activities income$0981
2023-09-30Rank
Fiduciary powers granted$01,485
Fiduciary power exercised$01,127
Fiduciary or related activity$01,071
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0375
Number of Managed Accounts$0366
Number of Non-Managed Accounts$0365
Total fiduciary and related assets$0376
Managed Assets ($)$0366
Non-managed Assets ($)$0363
Memoranda
Gross Fiduciary activities income$0950
2023-06-30Rank
Fiduciary powers granted$01,477
Fiduciary power exercised$01,118
Fiduciary or related activity$01,073
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0448
Number of Managed Accounts$0438
Number of Non-Managed Accounts$0435
Total fiduciary and related assets$0448
Managed Assets ($)$0438
Non-managed Assets ($)$0433
Memoranda
Gross Fiduciary activities income$0931
2023-03-31Rank
Fiduciary powers granted$01,519
Fiduciary power exercised$01,140
Fiduciary or related activity$01,085
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0384
Number of Managed Accounts$0375
Number of Non-Managed Accounts$0373
Total fiduciary and related assets$0384
Managed Assets ($)$0375
Non-managed Assets ($)$0373
Memoranda
Gross Fiduciary activities income$0913
2022-12-31Rank
Fiduciary powers granted$01,536
Fiduciary power exercised$01,156
Fiduciary or related activity$01,094
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,079
Number of Managed Accounts$01,021
Number of Non-Managed Accounts$0869
Total fiduciary and related assets$01,076
Managed Assets ($)$01,021
Non-managed Assets ($)$0864
Memoranda
Gross Fiduciary activities income$01,005
2022-09-30Rank
Fiduciary powers granted$01,538
Fiduciary power exercised$01,157
Fiduciary or related activity$01,097
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0399
Number of Managed Accounts$0389
Number of Non-Managed Accounts$0385
Total fiduciary and related assets$0399
Managed Assets ($)$0389
Non-managed Assets ($)$0385
Memoranda
Gross Fiduciary activities income$0968
2022-06-30Rank
Fiduciary powers granted$01,509
Fiduciary power exercised$01,125
Fiduciary or related activity$01,066
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0430
Number of Managed Accounts$0422
Number of Non-Managed Accounts$0417
Total fiduciary and related assets$0430
Managed Assets ($)$0422
Non-managed Assets ($)$0417
Memoranda
Gross Fiduciary activities income$0925
2022-03-31Rank
Fiduciary powers granted$01,515
Fiduciary power exercised$01,130
Fiduciary or related activity$01,072
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0359
Number of Managed Accounts$0350
Number of Non-Managed Accounts$0347
Total fiduciary and related assets$0358
Managed Assets ($)$0350
Non-managed Assets ($)$0346
Memoranda
Gross Fiduciary activities income$0892
2021-12-31Rank
Fiduciary powers granted$01,529
Fiduciary power exercised$01,136
Fiduciary or related activity$01,082
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,066
Number of Managed Accounts$01,005
Number of Non-Managed Accounts$0847
Total fiduciary and related assets$01,062
Managed Assets ($)$01,004
Non-managed Assets ($)$0841
Memoranda
Gross Fiduciary activities income$0994
2021-09-30Rank
Fiduciary powers granted$01,552
Fiduciary power exercised$01,156
Fiduciary or related activity$01,101
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0343
Number of Managed Accounts$0335
Number of Non-Managed Accounts$0330
Total fiduciary and related assets$0343
Managed Assets ($)$0335
Non-managed Assets ($)$0330
Memoranda
Gross Fiduciary activities income$0957
2021-06-30Rank
Fiduciary powers granted$01,564
Fiduciary power exercised$01,161
Fiduciary or related activity$01,108
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0409
Number of Managed Accounts$0401
Number of Non-Managed Accounts$0396
Total fiduciary and related assets$0409
Managed Assets ($)$0401
Non-managed Assets ($)$0395
Memoranda
Gross Fiduciary activities income$0951
2021-03-31Rank
Fiduciary powers granted$01,574
Fiduciary power exercised$01,168
Fiduciary or related activity$01,114
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0345
Number of Managed Accounts$0337
Number of Non-Managed Accounts$0333
Total fiduciary and related assets$0345
Managed Assets ($)$0337
Non-managed Assets ($)$0332
Memoranda
Gross Fiduciary activities income$0922
2020-12-31Rank
Fiduciary powers granted$01,579
Fiduciary power exercised$01,171
Fiduciary or related activity$01,117
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,102
Number of Managed Accounts$01,038
Number of Non-Managed Accounts$0874
Total fiduciary and related assets$01,099
Managed Assets ($)$01,038
Non-managed Assets ($)$0869
Memoranda
Gross Fiduciary activities income$01,030
2020-09-30Rank
Fiduciary powers granted$01,597
Fiduciary power exercised$01,188
Fiduciary or related activity$01,133
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0346
Number of Managed Accounts$0338
Number of Non-Managed Accounts$0335
Total fiduciary and related assets$0346
Managed Assets ($)$0338
Non-managed Assets ($)$0335
Memoranda
Gross Fiduciary activities income$0981
2020-06-30Rank
Fiduciary powers granted$01,610
Fiduciary power exercised$01,198
Fiduciary or related activity$01,142
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0406
Number of Managed Accounts$0397
Number of Non-Managed Accounts$0391
Total fiduciary and related assets$0406
Managed Assets ($)$0397
Non-managed Assets ($)$0391
Memoranda
Gross Fiduciary activities income$0970
2020-03-31Rank
Fiduciary powers granted$01,620
Fiduciary power exercised$01,206
Fiduciary or related activity$01,146
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0351
Number of Managed Accounts$0342
Number of Non-Managed Accounts$0338
Total fiduciary and related assets$0351
Managed Assets ($)$0342
Non-managed Assets ($)$0338
Memoranda
Gross Fiduciary activities income$0941
2019-12-31Rank
Fiduciary powers granted$01,628
Fiduciary power exercised$01,208
Fiduciary or related activity$01,148
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,133
Number of Managed Accounts$01,068
Number of Non-Managed Accounts$0902
Total fiduciary and related assets$01,131
Managed Assets ($)$01,068
Non-managed Assets ($)$0897
Memoranda
Gross Fiduciary activities income$01,051
2019-09-30Rank
Fiduciary powers granted$01,648
Fiduciary power exercised$01,228
Fiduciary or related activity$01,167
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0357
Number of Managed Accounts$0349
Number of Non-Managed Accounts$0341
Total fiduciary and related assets$0357
Managed Assets ($)$0349
Non-managed Assets ($)$0341
Memoranda
Gross Fiduciary activities income$01,014
2019-06-30Rank
Fiduciary powers granted$01,657
Fiduciary power exercised$01,234
Fiduciary or related activity$01,176
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0395
Number of Managed Accounts$0387
Number of Non-Managed Accounts$0381
Total fiduciary and related assets$0395
Managed Assets ($)$0387
Non-managed Assets ($)$0381
Memoranda
Gross Fiduciary activities income$01,004
2019-03-31Rank
Fiduciary powers granted$01,675
Fiduciary power exercised$01,248
Fiduciary or related activity$01,187
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0402
Number of Managed Accounts$0393
Number of Non-Managed Accounts$0384
Total fiduciary and related assets$0402
Managed Assets ($)$0393
Non-managed Assets ($)$0384
Memoranda
Gross Fiduciary activities income$0972
2018-12-31Rank
Fiduciary powers granted$01,686
Fiduciary power exercised$01,261
Fiduciary or related activity$01,197
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,176
Number of Managed Accounts$01,111
Number of Non-Managed Accounts$0932
Total fiduciary and related assets$01,172
Managed Assets ($)$01,111
Non-managed Assets ($)$0927
Memoranda
Gross Fiduciary activities income$01,098